Budget
UI: Budget
Module: Build
Purpose
The Budget area of the Build module.
Relevance
Functionality of the Build module within the BIMWorkplace workflow. Uses the actions from the ribbon/list below in daily work.
Example of use
Opens Budget in the Build module, uses search/filters and ribbon actions as per the task, and saves/exports if applicable.
Who can use it
Project members with a Build license/permission for this area.
Screen Anatomy
- Module ribbon / toolbar.
- Main area (list, grid, viewer, or canvas depending on the feature).
- Filters, side panels, and detail sheets, where available.
Options and fields
Ribbon / actions / fields detected in the UI
| Control | Function |
|---|---|
| Connection Matrix | Action/field visible in this area (Build) |
| 3D Viewer | Action/field visible in this area (Build) |
| Task-Object Grid | Action/field visible in this area (Build) |
| Tasks | Action/field visible in this area (Build) |
| Schedule | Action/field visible in this area (Build) |
| Manage | Action/field visible in this area (Build) |
| New Task | Action/field visible in this area (Build) |
| Milestone | Action/field visible in this area (Build) |
| Group | Action/field visible in this area (Build) |
| Edit | Action/field visible in this area (Build) |
| Batch Edit | Action/field visible in this area (Build) |
| Delete | Action/field visible in this area (Build) |
| Dependencies | Action/field visible in this area (Build) |
| Add Link | Action/field visible in this area (Build) |
| Remove Link | Action/field visible in this area (Build) |
| Save Baseline | Action/field visible in this area (Build) |
| Auto Schedule | Action/field visible in this area (Build) |
| Clipboard | Action/field visible in this area (Build) |
| Undo | Action/field visible in this area (Build) |
| Redo | Action/field visible in this area (Build) |
| Import / Export | Action/field visible in this area (Build) |
| Import | Action/field visible in this area (Build) |
| Export | Action/field visible in this area (Build) |
| Navigation | Action/field visible in this area (Build) |
| Tree | Action/field visible in this area (Build) |
| Expand all | Action/field visible in this area (Build) |
| Collapse all | Action/field visible in this area (Build) |
| Selection | Action/field visible in this area (Build) |
| Select All | Action/field visible in this area (Build) |
| Clear all selection | Action/field visible in this area (Build) |
| Links | Action/field visible in this area (Build) |
| Link Selection | Action/field visible in this area (Build) |
| Unlink | Action/field visible in this area (Build) |
| Delete Links | Action/field visible in this area (Build) |
| Scope & Rules | Action/field visible in this area (Build) |
| Wizard | Action/field visible in this area (Build) |
| Suggest | Action/field visible in this area (Build) |
| Scope Set | Action/field visible in this area (Build) |
| Add Rule | Action/field visible in this area (Build) |
| Delete Rules | Action/field visible in this area (Build) |
| Materialize | Action/field visible in this area (Build) |
| Preview | Action/field visible in this area (Build) |
| Health | Action/field visible in this area (Build) |
| Health Check | Action/field visible in this area (Build) |
| Clear | Action/field visible in this area (Build) |
| Data | Action/field visible in this area (Build) |
| Refresh | Action/field visible in this area (Build) |
| Rollup | Action/field visible in this area (Build) |
| Reports | Action/field visible in this area (Build) |
| Monthly report | Action/field visible in this area (Build) |
| Select all | Action/field visible in this area (Build) |
| Deselect all | Action/field visible in this area (Build) |
| Set control quantity | Action/field visible in this area (Build) |
| Simulation | Action/field visible in this area (Build) |
| Play | Action/field visible in this area (Build) |
| Pause | Action/field visible in this area (Build) |
| To start | Action/field visible in this area (Build) |
| Step back | Action/field visible in this area (Build) |
| Step forward | Action/field visible in this area (Build) |
| Slower | Action/field visible in this area (Build) |
| Faster | Action/field visible in this area (Build) |
| Export video | Action/field visible in this area (Build) |
| Ghost mode | Action/field visible in this area (Build) |
| State colors | Action/field visible in this area (Build) |
| Auto rotate | Action/field visible in this area (Build) |
| Playback | Action/field visible in this area (Build) |
| Planned | Action/field visible in this area (Build) |
| Actual + Forecast | Action/field visible in this area (Build) |
| Timeline | Action/field visible in this area (Build) |
| Simulation date | Action/field visible in this area (Build) |
| Collaboration | Action/field visible in this area (Build) |
| Topics | Action/field visible in this area (Build) |
| Create topic | Action/field visible in this area (Build) |
| Sheets | Action/field visible in this area (Build) |
| New Sheet | Action/field visible in this area (Build) |
| Videos | Action/field visible in this area (Build) |
| Upload Video | Action/field visible in this area (Build) |
| Reprocess | Action/field visible in this area (Build) |
| Map to sheet | Action/field visible in this area (Build) |
| Edit capture date | Action/field visible in this area (Build) |
| Grid | Action/field visible in this area (Build) |
| Save | Action/field visible in this area (Build) |
| Discard | Action/field visible in this area (Build) |
| Add Item | Action/field visible in this area (Build) |
| Insert from Library | Action/field visible in this area (Build) |
| Expand All | Action/field visible in this area (Build) |
| Collapse All | Action/field visible in this area (Build) |
| Bulk Edit | Action/field visible in this area (Build) |
| Files | Action/field visible in this area (Build) |
| Import Excel | Action/field visible in this area (Build) |
| Export Excel | Action/field visible in this area (Build) |
| Structure | Action/field visible in this area (Build) |
| Apply CBS | Action/field visible in this area (Build) |
| Cost Library | Action/field visible in this area (Build) |
| Parameters | Action/field visible in this area (Build) |
| Sources | Action/field visible in this area (Build) |
| Portfolio | Action/field visible in this area (Build) |
| Recover Items | Action/field visible in this area (Build) |
| Pricing | Action/field visible in this area (Build) |
| BDI & Markup | Action/field visible in this area (Build) |
| Apply BDI | Action/field visible in this area (Build) |
| Adjust to Target | Action/field visible in this area (Build) |
| Adjust Global Value | Action/field visible in this area (Build) |
| Sources & Bank | Action/field visible in this area (Build) |
| Substitute Source | Action/field visible in this area (Build) |
| Update Prices from Bank | Action/field visible in this area (Build) |
| Tender Compare | Action/field visible in this area (Build) |
| Physical-Financial Schedule | Action/field visible in this area (Build) |
| 3D View | Action/field visible in this area (Build) |
| Cost Colors | Action/field visible in this area (Build) |
| Review | Action/field visible in this area (Build) |
| Audit | Action/field visible in this area (Build) |
| Activity | Action/field visible in this area (Build) |
| Compare | Action/field visible in this area (Build) |
| Compare Versions | Action/field visible in this area (Build) |
| Compare Budgets | Action/field visible in this area (Build) |
| Bid Proposal | Action/field visible in this area (Build) |
| Issue Locked Export | Action/field visible in this area (Build) |
| Workflow | Action/field visible in this area (Build) |
| Approval | Action/field visible in this area (Build) |
| Submit | Action/field visible in this area (Build) |
| Approve | Action/field visible in this area (Build) |
| Reject | Action/field visible in this area (Build) |
| Lock | Action/field visible in this area (Build) |
| Lock Version | Action/field visible in this area (Build) |
| Unlock Version | Action/field visible in this area (Build) |
| Versions | Action/field visible in this area (Build) |
| New Version | Action/field visible in this area (Build) |
| Create Budget | Action/field visible in this area (Build) |
| Import from Budget | Action/field visible in this area (Build) |
| Analytics | Action/field visible in this area (Build) |
| Sync Analytics | Action/field visible in this area (Build) |
| Create | Action/field visible in this area (Build) |
| New Commitment | Action/field visible in this area (Build) |
| New Vendor | Action/field visible in this area (Build) |
| Purchasing reports | Action/field visible in this area (Build) |
| Period | Action/field visible in this area (Build) |
| New Period | Action/field visible in this area (Build) |
| Close Period | Action/field visible in this area (Build) |
| Reopen Period | Action/field visible in this area (Build) |
| New Change Order | Action/field visible in this area (Build) |
| New Transfer | Action/field visible in this area (Build) |
| New RFQ | Action/field visible in this area (Build) |
| Topic | Action/field visible in this area (Build) |
| New Topic | Action/field visible in this area (Build) |
| Duplicate | Action/field visible in this area (Build) |
| Open | Action/field visible in this area (Build) |
| View Mode | Action/field visible in this area (Build) |
| List | Action/field visible in this area (Build) |
| Cards | Action/field visible in this area (Build) |
| Site Walk 360 | Action/field visible in this area (Build) |
Notes
- EN labels extracted from configs/pages/
localesinbwp-newfe. - If the feature is BETA or incomplete, some controls may be disabled — do not invent workflows.
How to use
- Build module → Budget.
- Use the table actions (New/Create, filters, export, detail).
- Confirm sheets/dialogs before Delete/Archive.
Links
Tips / common errors
- No data: check module filters and permissions.
- Disabled actions in the ribbon: use the detail sheet or check selection.
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